Orion Advisor Integrations
Orion Advisor Integrations offers a comprehensive suite of robust, flexible integrations across numerous application categories—including compliance, billing, CRM, and financial planning—featuring partners like ABL Compliance for tailored regulatory support and AdvicePay for streamlined fee-for-service billing with single sign-on, enabling advisory firms to build a customized, efficient tech stack that enhances operational workflows and client management.
Extensive Integrations
Connect everything you need for your tech stack with our wide range of robust integrations.
The Applications You Can't Work Without
With hundreds of deep integrations and a flexible open API framework, you can create the tech stack that works best for your business.
Application Categories
- AI
- Alternatives
- Client Experience
- Compliance
- CRM
- Custodian
- Digital Marketing
- Document Management and Processing
- Estate Planning
- Financial Planning
- Investment Management
- Other
- Personal Financial Management Platform
- Portfolio Analytics
- Process Management
- Risk
- Texting
- Trading
ABL Compliance
About Integration Partner
ABL Compliance offers services to advisory firms to support compliance with the Investment Advisers Act of 1940. ABL Compliance strives to provide a customized compliance plan for each advisory firm that reflects the firm’s unique business and the ever-changing regulatory environment. Services range from day-to-day compliance support to one-time projects.
AdvicePay
About Our Integration
Orion and AdvicePay integrate to offer a single sign-on from Orion Connect to AdvicePay.
About Integration Partner
Established in 2016, AdvicePay is the only billing and payment processing platform created specifically for fee-for-service financial planning. Financial advisors benefit from efficient invoicing and payment workflows designed exclusively to support their businesses, including up-to-date compliance and data security management. Users can issue agreements for client e-signature, accept ACH and credit cards, bill hourly or one-time fees, or establish recurring retainer or subscription billing compliantly – all through the AdvicePay system.
Points of Integration
- Single Sign-on
Advisors Assistant
About Our Integration
Pull basic account information and balances through Orion’s web services into Advisors Assistant, making it easier to maintain accurate data across platforms.
About Integration Partner
Advisors Assistant is a comprehensive Contact Management System that helps you keep in touch with your clients to keep them from straying to other advisors. It also helps you organize your office, work more efficiently, and increase sales.
Points of Integration
- Access to Orion Account-Level Data
AdvisoryWorld
About Our Integration
Orion integrates with AdvisoryWorld’s Scanalytics Research and Reporting platforms. In addition, new households and accounts captured by AdvisoryWorld’s Proposal platform are created in Orion’s New Account Center for easy review and management.
About Integration Partner
AdvisoryWorld provides Asset Allocation, Portfolio and Investment Analysis, Proposal Generation, Hypothetical Illustrations, Workflow and Document Management, and Financial Planning Software Applications to investment professionals including Registered Investment Advisors, Wealth Managers, Broker Dealers, TAMPs, Banks and Insurance Companies.
Points of Integration
- Access to Orion Household-Level Data
- New Account Center Integration
- Reporting Integration
- Single Sign-on
AltExchange
About Our Integration
AltExchange and Orion have partnered to provide advisors and their clients with a fully-automated, seamless alternative investment management experience. Through AltExchange's connections and machine learning technology, advisors can automate alternative investment management and unlock the ability to aggregate, report, and bill on alts, while clients can access real-time performance reporting for a holistic view of their wealth.
About Integration Partner
AltExchange makes alternative investment management efficient and effortless for advisors and their clients. AltExchange is an award-winning technology platform that automates alternative investment management through established connections to fund administrators, utilizing advanced machine learning models to extract data from documents for real-time reporting directly to your clients. Simplify and streamline managing alternative investments to better serve your clients and scale your business.
Altruist
About Our Integration
This integration allows advisors to seamlessly view Altruist custodial data within Orion’s sophisticated reporting tool, empowering you with comprehensive insights and streamlined data management. It is a direct feed with automatic reconciliation and data population. The integration also pulls contact records from Redtail to pre-populate the contact information fields when users are opening accounts.
About Integration Partner
Altruist is the modern custodian for independent RIAs. Altruist combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing – all in one streamlined solution. With Altruist, advisors can create custom models, trade fractional shares, automate rebalancing, and share performance with clients using a modern mobile app.
Points of Integration
- Data feed to aggregate accounts into Orion from reporting, billing, and trading
- Search and import a contact from Redtail from within the Altruist platform
Andes Wealth Technologies
About Our Integration
Use this custom data query to sync household data within Orion to the Andes Wealth platform, allowing you to seamlessly move clients from risk profiling to portfolio model selection and ongoing monitoring, all while applying behavioral finance concepts.
About Integration Partner
Andes Wealth Technologies combines behavioral finance with risk visualization to provide a new way to deliver wealth management services, offering advisors a comprehensive client onboarding and communication technology solution.
Points of Integration
- Access to Orion Account-Level Data
- Access to Orion Household-Level Data
Apex Clearing
About Our Integration
Orion’s integration with Apex Clearing slashes the account opening process from days to minutes. The solution provides clients with a lightweight proposal tool and the ability to efficiently open accounts via the Orion Client Portal. Clients can open their own accounts, fund them, and view their account performance. These accounts will then appear in the Orion Connect New Account Center.
About Integration Partner
Apex Clearing is a custody and clearing engine that’s powering the future of digital wealth management. Their proprietary enterprise-grade technology delivers speed, efficiency, and flexibility to firms ranging from innovative start-ups to blue-chip brands focused on transformation to capture a new generation of investors. They help their clients provide the seamless digital experiences today’s consumers expect with the throughput and scalability needed by fast-growing, high-volume financial services businesses.
Points of Integration
- Digital Account Opening and Funding
- Light-weight Proposal and Account Comparison
- Orion Client Portal Integration
AppCrown
About Our Integration
AppCrown pulls Orion data into their version of Salesforce.
About Integration Partner
AppCrown (Wealth Plus) integrates with all leading clearing, custodian, and data aggregation firms to transform Salesforce from a simple CRM into a fully integrated business management platform.
Points of Integration
- Access to Orion Account-Level Data
- Access to Orion Household-Level Data
- Reporting Integration
Asset Map
About Our Integration
Pull household and account-level data from Orion into Asset-Map to view custodial investment accounts alongside other assets and liabilities captured in their platform.
About Integration Partner
Asset-Map is an interactive visual experience used by thousands of financial professionals to help their clients gain a better understanding of their financial situation and make more informed financial decisions. It focuses on the entire household and how those decisions impact each other, in addition to sharing how funded someone is for their financial priorities in real-time.
Points of Integration
- Access to Orion Household-Level Data
- Insight Presentation Integration
ATA RiskStation™
About Our Integration
Access an export of your Orion database in ATA RiskStation™ to calculate risk and create detailed reports, in mass, daily.
About Integration Partner
ATA RiskStation was developed to meet the portfolio risk oversight needs of wealth managers, hedge funds, family offices, pension plans, and endowments. The platform delivers a structured, customizable and repeatable daily process for assessing portfolio risk by leveraging a highly intuitive graphical reporting interface and delivering all this functionality at a price point that is truly market-leading in terms of value.
Points of Integration
- Access to Orion Household-Level Data
- Single Sign-on
Beacon Compliance Consulting
About Integration Partner
Beacon Compliance Consulting was founded in 2009 by Kyle Bubeck. The firm provides Chief Compliance Officer services to registered investment advisors, stand-alone mutual funds, and mutual fund series trusts. In addition, Beacon provides compliance consulting services, including initial advisor registration and set-up, document creation, mock auditing, and other compliance consulting services. Beacon also performs financial bookkeeping services for several advisory firms.
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¹Source: T3/Inside Information Advisor Software Survey, 2026. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and All-In-One Software. Orion also ranks in the Top 3 for Trading and Rebalancing, TAMP, and Risk Intelligence.